Work

Move a job to a new time from its page or the calendar, or cancel it with a reason — and what your customer is and is not told when you do.

Ask the scheduler to crew a day or a week, read the proposal it comes back with, move people around, and commit it to the calendar or discard it. Business plan.

Read the Tech Progress board — jobs done, the current job, and the on-track / slightly-behind / behind signal per technician — and jump to a route from it.

How a technician’s route for a day is built from their jobs, when it is ordered by the optimizer, and how to read the map and stop list on the Routes page.

Read the job calendar — views, colours, the technician lanes — book a job from a cell, drag a job to a new time or a new technician, and what a closed day does.

Choose the crew on a job and its lead, read the eligibility and headcount hints, ask the scheduler for a suggestion, and handle conflicts and overtime.

Scheduled, Confirmed, In Progress, Completed, Cancelled — who moves a job from one to the next, on which app, and what your customer is told at each step.

Book a job from the Jobs page or a calendar cell — customer, appointment, services, technicians and notes — and what your customer receives once it is saved.

Record the customer’s answer on a sent quote — Accept, Decline or Expire — and turn an accepted quote into a scheduled job with one click.

Build a priced quote from your catalog, set when it expires, and send it — by email with an approve link, or in person for a signature on the mobile app.